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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,217 | $67,602-92.3% | $82,312-93.7% | $70,126-92.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.65% | 21.57%+4.1pp | 25.88%-0.2pp | 73.15%-47.5pp |
| Employer contribution / active EE | $2,820 | $1,755+60.7% | $2,428+16.1% | $2,343+20.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $80 | $4,512-98.2% | $5,608-98.6% | $4,645-98.3% |